FOCUS PARTNERS WEALTH, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 159289). Regulatory assets under management: $181.9B.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other.
Showing 25 of 39 people.
| Name | Role | Location |
|---|---|---|
| Zinovy Iosovich | CO-PRESIDENT | Boston, MA |
| Dhruv Gupta | CHIEF FINANCIAL OFFICER | Boston, MA |
| ANDERSON A MARK | CHIEF FINANCIAL OFFICER | CHICAGO, IL |
| Lee Michael Gordon | MANAGING DIRECTOR, METRO NY OFFICES & PRESIDENT, COLONY FAMILY OFFICE; PRESIDENT, COLONY FAMILY OFFICE & MANAGING DIRECTOR OF NY METRO OFFICE | — |
| Joel Davidson Hirsh | CHIEF INVESTMENT OFFICER | — |
| Gina Kulig Bradley | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER | — |
| Brian William Katz | CHIEF INVESTMENT OFFICER; PRESIDENT OF COLONY INVESTMENT MANAGEMENT & CHIEF INVESTMENT OFFICER | — |
| Vincent Joseph Gratch | DEPUTY CHIEF COMP. OFFICER | — |
| Karla Anne Sullivan | GENERAL COUNSEL; SENIOR VP, SEGMENT GENERAL COUNSEL | — |
| John C Stelley | CHIEF COMPLIANCE OFFICER | — |
| Adam Lawrence Birenbaum | CHIEF EXECUTIVE OFFICER | — |
| Justin Christopher Ferri | CHIEF OPERATING OFFICER; CO-PRESIDENT; PRESIDENT | — |
| Sheila Ann Ryan | PRESIDENT, COLONY WEALTH MANAGEMENT | — |
| Ronald Joseph Rubin | VICE-CHAIR AND CO-PRESIDENT | — |
| Salvatore John Papa | CHIEF LEGAL & RISK OFFICER | — |
| Daniel Mark Anderson | CHIEF FINANCIAL OFFICER | — |
| RYAN REGINA ANN | PRESIDENT, COLONY WEALTH MANAGEMENT | — |
| NATHANSON MICHAEL JEFFREY | CHAIR & CEO; CHAIRMAN & CEO; CHAIRMAN, CEO & PRESIDENT (+3 more) | — |
| GRATCH VINCENT JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS; DEPUTY CHIEF COMP. OFFICER | — |
| KATZ BRIAN WILLIAM | CHIEF INVESTMENT OFFICER & PRESIDENT OF COLONY INVESTMENT MANAGEMENT; PRESIDENT OF COLONY INVESTMENT MANAGEMENT & CHIEF INVESTMENT OFFICER | — |
| SADLER STEPHEN THOMAS | MANAGING DIRECTOR AND SENIOR FINANCIAL COUNSELOR; MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR; PRESIDENT OF COLONY WEALTH MANAGEMENT AND SENIOR WEALTH ADVISOR (+3 more) | — |
| FERRI JUSTIN CHRISTOPHER | CO-PRESIDENT | — |
| TALBOT ELISABETH LOUISE | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST; EXECUTIVE DIRECTOR, CHIEF MARKET STRATEGIST & MANAGER; MANAGING DIRECTOR AND SENIOR FINANCIAL COUNSELOR (+2 more) | — |
| STELLJES STEPHEN R | SENIOR FINANCIAL COUNSELOR & PRESIDENT OF COLONY WEALTH MANAGEMENT | — |
| RUBIN MITCHELL JOSEPH | PRESIDENT AND CHIEF CULTURAL OFFICER; PRESIDENT AND VICE CHAIRMAN; PRESIDENT, VICE CHAIRMAN, AND CHIEF CULTURAL OFFICER (+1 more) | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Other Private Fund: 13 · Hedge Fund: 7 · Private Equity Fund: 4 · Real Estate Fund: 1 · Venture Capital Fund: 1
Showing 15 of 26 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TCG ONSHORE BALANCED FUND, L.P. | Other Private Fund | Delaware | 37 | $2.2B | $500K |
| TCG BALANCED FUND, L.P. | Other Private Fund | Delaware | 25 | $164.7M | $500K |
| NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. | Hedge Fund | Illinois | 84 | $69.4M | $250K |
| TCG DIVERSIFYING STRATEGIES FUND, L.P. | Other Private Fund | Delaware | 33 | $52.9M | $500K |
| CHARTWELL FAMILY ETF FUND, LP | Hedge Fund | California | 7 | $50.7M | $300K |
| TRAILHEAD INCOME, LP | Other Private Fund | Delaware | 89 | $46.6M | $250K |
| TCG INCOME OPPORTUNITY PARTNERSHIP, L.P. | Hedge Fund | Delaware | 96 | $42.1M | $250K |
| NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY, L.P. | Hedge Fund | Nevada | 53 | $40.2M | $250K |
| TOPRIDGE CAPITAL PARTNERS (AI), L.P. | Private Equity Fund | Delaware | 39 | $36.1M | $500K |
| TCG PRIVATE EQUITY 2022, L.P. | Private Equity Fund | Delaware | 186 | $35.9M | $250K |
| TCG INTERNATIONAL OPPORTUNITIES FUND, L.P. | Other Private Fund | Delaware | 33 | $33.5M | $500K |
| TRAILHEAD GROWTH, LP | Other Private Fund | Delaware | 56 | $30.4M | $250K |
| TRAILHEAD OPTIONS INCOME LP | Other Private Fund | Delaware | 56 | $25.4M | $250K |
| GC OPPORTUNITIES 2 PRIVATE FUND, LP | Other Private Fund | Delaware | 78 | $21.7M | $200K |
| TRAILHEAD INCOME QP, LP | Other Private Fund | Delaware | 30 | $14.2M | $250K |
Showing 15 of 25 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| NEEDOM | MA | 70 | 617-845-5024 |
| CHICAGO | IL | 65 | 312-334-7337 |
| PITTSBURG | PA | 50 | 412-921-1822 |
| ATLANTA | GA | 45 | 404-961-6000 |
| BOSTON | MA | 35 | 617-723-8200 |
| NEW YORK | NY | 30 | (646) 292-1200 |
| DEERFIELD | IL | 30 | 847-282-9910 |
| BETHESDA | MD | 25 | 301-656-1200 |
| HINGHAM | MA | 25 | 617-723-8200 |
| SAN DIEGO | CA | 22 | 858- 576-7300 |
| MENLO PARK | CA | 20 | 650-472-8016 |
| SEATTLE | WA | 20 | 206-285-8877 |
| SOUTHFIELD | MI | 20 | 248-827-1820 |
| INDIANAPOILIS | IN | 20 | 888-470-3064 |
| BOCA RATON | FL | 18 | 561-750-0800 |